My journey with Research Financial started a little over seventeen years ago. I consider I had little to no investment knowledge. The thought of talking with someone, knowing what questions to ask (which I had none!) made me extremely uncomfortable and uneasy. My first meeting with Sal was so much better than I'd thought. I didn't need to know a thing. He knew what to do, what was needed to be addressed and a plan that I could work with for the end results I hoped for. He brought the investment process down to my level. He was kind, knowledgeable and didn't make me feel "dumb". Seventeen years later I have achieved many of my goals and am thankful that I was given Research Financial's name.
I have been a client of Jason Duga through both my pre and post retirement years. His financial expertise along the way, together with his dedication, responsiveness and accessibility have been invaluable and instrumental. Very comforting in these trying times!
I joined the Research Financial Group in 2020. Sal and his team are always professional, uplifting and positive, and takes the time to break down and explain complicated financial terms and strategies. Whenever I have any questions, the team is always quick to provide me answers. I always look forward to meeting with Sal several times throughout the year, both in person, Phone and virtual. What a great team! Thanks Sal.
My wife and I have trusted Research Financial Group over the past 25 year as our professional and family goals have evolved. It is crucial to have people that really know us when making these important financial decisions - that is Research Financial Group.
We have been working with Sal for over ten years. Over our 40 years of marriage, we have worked with several financial planners and we consider Sal to be the very best professional we have worked with. He is a true listener, interested in our future interests and designing a portfolio to optimize our financial goals while balancing risks and rewards. His depth of knowledge is evident when explaining his financial investment recommendations. Sal has guided us from our working careers into retirement including continual navigation of large investment decisions, tax implications and social security income. We highly recommend Sal and have given his contact information to our friends and family. In addition, the Research Financial Group, including Jason and Alex, are always available to support our financial needs and decisions, such as ensuring our tax planning analyses are solid as well as providing and supporting both capital withdrawals/deposits for everyday living and large investments. Thank you for all of your help.
Jim and Betsy B.
When I first met Sal and his team at Research Financial Group, I felt apprehensive not knowing what to expect. I was about to retire and was concerned about my 401K and investments. What I found with Sal and his team, after our in-person meeting, was an experienced, professional, and knowledgeable group of people that were genuinely interested in helping me secure a financial future. Sal has provided me with investment knowledge and the tools to view the status and details of my investments, and is always available to answer my financial questions.
These statements are testimonials by the clients of the financial professional as of 03/27/2023. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.